Client Relationship Director (Private Wealth)

IQ-EQ; Bedford (NH); Hybrid; USD 110,000 - 150,000; Full time

Benefits offered by this job

Generous paid time off including 4 weeks of PTO

401(k) plan with company match

Health benefits including medical, dental, and vision

Paid parental leave

Job summary

A specialized trust company in Bedford, New Hampshire is seeking a Client Relationship Director. This role involves serving as the primary contact for clients and advisors, managing trust administration, and driving business development. The ideal candidate will have a Bachelor's degree and at least 5 years of experience in a related field, along with strong communication and problem-solving skills. This position offers a competitive salary of $110,000 - $150,000 along with extensive benefits including hybrid work arrangements.

Qualifications

• Minimum of 5 years of experience in a financial institution, law firm, accounting, or consulting firm.
• Exceptional understanding of fiduciary responsibilities and estate planning principles.
• Management experience with direct reports is a plus.

Responsibilities

• Serve as the primary contact for clients and advisors, ensuring exceptional service.
• Manage all aspects of trust administration including tax and compliance filings.
• Drive business development by leading new account onboarding.

Skills

Strong communication skills

Client relationship management

Problem-solving skills

Education

Bachelor's degree in business, law, finance or related field

CPA, CFP, or CTFA

Job description

IQEQ Trust Company U.S. (“IQEQ”) is a specialized, non-depository trust company that provides flexible and cost-efficient directed trustee services to high-net-worth individuals and their trusted advisors from around the world. We have offices in Bedford, New Hampshire and Rapid City, South Dakota -- two of the most favorable jurisdictions in the country for trust administration.

IQEQ is strategically positioned at an important crossroad of the investment, accounting, and legal services industries. For our clients’ generational wealth transfer plans, we strive to be a best-in-class trust services provider, focusing on specialized services that offer its clients access to both South Dakota’s and New Hampshire’s advantageous trust and tax laws.

To support our growth, IQEQ is aiming to add smart, hard-working team members to our company in the position of Client Relationship Director. This is an excellent opportunity to join a growing and entrepreneurial company that operates within a unique and dynamic space of the financial services industry.

Job Description

In this role, you’ll be the trusted point of contact for clients and advisors, overseeing every aspect of trust administration from investments to compliance. You’ll also drive growth by leading new account onboarding, engaging in industry events, and continuously refining processes through training and innovation.

What you’ll do

• You’ll serve as the primary contact for clients and their advisors, ensuring exceptional service and communication.
• You’ll manage all aspects of trust administration, from coordinating advisor directions to overseeing tax and compliance filings.
• You’ll drive business development by attending industry events and leading the onboarding of new trust accounts.
• You’ll enhance processes by engaging in training programs to strengthen and refine directed trust practices.

What we offer

• IQ-EQ offers a comprehensive benefits package designed to support employees' well-being and work-life balance.
• Employees receive generous paid time off, including 4 weeks of PTO that increases over time, sick time and paid holidays, and financial wellness is supported through a 401(k) plan with a company match (subject to eligibility).
• Health benefits include medical, dental, vision, mental health support and additional ancillary insurance plans.
• Additional benefits include paid parental leave and a hybrid work schedule, promoting both personal and professional fulfillment.
• The salary for this position will be dependent on experience and location ($110,000 - $150,000).

Qualifications

• Bachelor's degree in business, law, finance or related field (CPA, CFP, or CTFA is a plus).
• Minimum of 5 years of experience in a financial institution, law firm, accounting, or consulting firm.
• Exceptional understanding of fiduciary responsibilities and estate planning principles.
• Strong communication skills and the willingness to learn the broad range of trust administration and operational / compliance requirements of a directed trust company.
• Client relationship management experience, preferably in a fiduciary capacity.
• Excellent problem-solving skills and a desire to learn and collaborate with internal and external stakeholders.
• Management experience with direct reports or junior team members is a plus.

Additional Information

Our commitment to you and the environment
Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment.

There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee.

Our learning and development programs and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced.

We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning.